Civic Intelligence

City of St Bernard Veba Trust

EIN 80-6141114 • 501(c)9 • Cincinnati, OH

Profile

Benefits to retirees-city of st bernard

110 Washington AveCincinnati, OH 45217

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-52%

Faster asset growth than 53% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-100%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$69,340

Down $36,210 (-34%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $50,000 (-100%) from 2022

Expenses

Up

$36,210

Up $21,746 (+150%) from 2022

Net Income

Down

-$36,210

Down $71,746 (-202%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $3,171Net Assets 2010: $3,1712010Assets 2011: $21,188Net Assets 2011: $21,1882011Assets 2012: $36,842Net Assets 2012: $36,8422012Assets 2013: $56,340Net Assets 2013: $56,3402013Assets 2014: $25,901Net Assets 2014: $25,9012014Assets 2015: $51,762Net Assets 2015: $51,7622015Assets 2016: $79,575Liabilities 2016: $02016Assets 2017: $68,220Net Assets 2017: $68,2202017Assets 2018: $54,533Net Assets 2018: $54,5332018Assets 2019: $41,375Net Assets 2019: $41,3752019Assets 2020: $0Net Assets 2020: $30,8402020Assets 2021: $70,014Liabilities 2021: $02021Assets 2022: $105,550Net Assets 2022: $105,5502022Assets 2023: $69,340Liabilities 2023: $02023

Highlighted filing

2023

Assets$69,340
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2010: $50,000Expenses 2010: $47,483Net Income 2010: $2,5172010Revenue 2011: $50,000Expenses 2011: $31,983Net Income 2011: $18,0172011Revenue 2012: $50,000Expenses 2012: $34,346Net Income 2012: $15,6542012Revenue 2013: $50,000Expenses 2013: $30,502Net Income 2013: $19,4982013Revenue 2014: $0Expenses 2014: $30,439Net Income 2014: -$30,4392014Revenue 2015: $50,000Expenses 2015: $24,139Net Income 2015: $25,8612015Revenue 2016: $50,000Expenses 2016: $22,187Net Income 2016: $27,8132016Revenue 2017: $0Expenses 2017: $11,355Net Income 2017: -$11,3552017Revenue 2018: $0Expenses 2018: $13,687Net Income 2018: -$13,6872018Revenue 2019: $0Expenses 2019: $13,158Net Income 2019: -$13,1582019Revenue 2020: $0Expenses 2020: $10,535Net Income 2020: -$10,5352020Revenue 2021: $50,000Expenses 2021: $10,825Net Income 2021: $39,1752021Revenue 2022: $50,000Expenses 2022: $14,464Net Income 2022: $35,5362022Revenue 2023: $0Expenses 2023: $36,210Net Income 2023: -$36,2102023

Highlighted filing

2023

Revenue$0
Expenses$36,210
Net Income-$36,210
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$69,340
Liabilities
$0
Net assets
-
Revenue
$0
Expenses
$36,210
Net income
-$36,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.69$0.00$0.00$0.36$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$0.50$0.14$0.36
2021Summary only. Only limited summary data is available for this year.$0.70$0.00$0.50$0.11$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.31$0.00$0.11$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.00$0.13$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.55$0.00$0.14$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.68$0.00$0.11$0.11
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$0.50$0.22$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.50$0.24$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.00$0.30$0.30
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.50$0.31$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.50$0.34$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.50$0.32$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.50$0.47$0.03
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 16, 2020
Return Version
2019v5.1
Mission and Program Overview

Mission

Benefits to retirees-city of st bernard

Program Services

DescriptionGrantsExpenses
PROVIDE SICK, ACCIDENT, OR OTHER BENEFITS TO INDIVIDUALSWHO HAVE RETIRED FROM THE CITY OF ST. BERNARD, OHIO FIREDEPT, POLICE DEPT, OR SERVICE DEPT.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FOSSALUZZAChair-$0--
ROBERT FEICHTNERTrustee-$0--
MIKE SIMOSTrustee-$0--
GERRY WIEDMANNTrustee-$0--
TOM PAULTrustee-$0--
GLENN WILSONTrustee-$0--
HEIDI CULBERTSONTrustee-$0--
JOE BARNESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
City of St Bernard Veba Trust
EIN
80-6141114
Phone
5139618183
Address
110 WASHINGTON AVE, CINCINNATI, OH 45217

Signing Officer

Name
David Fossaluzza
Title
Chair
Phone
5139618183
Signed
2020-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Customized Small Business Accounting & Consulting Inc
Address
9968 WEATHERLY CT, CINCINNATI, OH 45252
Preparer
Thomas L Carberry
Phone
5138618299
Raw XML Appendix137 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt07749
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID FOSSALUZZA
IRS990EZ/BooksInCareOfDetail/PhoneNum05139618183
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 WASHINGTON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST BERNARD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054533
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041375
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13158
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05409
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054533
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041375
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054533
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041375
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054533
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041375
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID FOSSALUZZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT FEICHTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE SIMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GERRY WIEDMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLENN WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEIDI CULBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOE BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BENEFITS TO RETIREES-CITY OF ST BERNARD
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SICK, ACCIDENT, OR OTHER BENEFITS TO INDIVIDUALSWHO HAVE RETIRED FROM THE CITY OF ST. BERNARD, OHIO FIREDEPT, POLICE DEPT, OR SERVICE DEPT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013158
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FOSSALUZZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05139618183
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CITY OF ST BERNARD VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CITY
ReturnHeader/Filer/EIN0806141114
ReturnHeader/Filer/PhoneNum05139618183
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 WASHINGTON AVE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0392F44BA4FE5F83FD5B81F2481437B2E9F30A318
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0392F44BA4FE5F83FD5B81F2481437B2E9F30A318
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.29.86.50
ReturnHeader/FilingSecurityInformation/IPDt02020-06-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:47:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUSTOMIZED SMALL BUSINESS ACCOUNTING & CONSULTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09968 WEATHERLY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045252
ReturnHeader/PreparerPersonGrp/PhoneNum05138618299
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas L Carberry
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-17T06:47:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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